WTAS Financially Savvy Kids

The guest speaker is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the gues t speaker are solely her own and do not necessarily reflect those of Morgan

Stanley. There will be no discussion of, or distribution of written materials relating to, specific products or investments a t this presentation.

© 2014 Investments and Services offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC #933478

Join us for a breakfast program

The Power of Preparation: Raising Financially Savvy Kids

Presented by Alison Andersen, Managing Director, WTAS and Sarah Beane Ricca, Financial Advisor, Morgan Stanley

Teaching your children financial responsibility can be one of the most challenging tasks a parent faces. When talking to your kids about money and your family’s assets, you may not only be wondering what

to say, but when to say it. Whether your priority is ensuring your children are ready to carry your wealth forward or just instilling strong values and perspective when it comes to money, this seminar will

give you the tools to help your children earn, save, spend, plan and give responsibly.

When: Thursday, June 19, 2014

8:30 – 9:00 Breakfast

9:00 – 10:00 Presentation

Where: Morgan Stanley

1585 Broadway at 47th Street, 27th Floor

New York, New York

Morgan Stanley | 140 East Ridgewood Avenue | Paramus, NJ 07652 | 201-967-3300

RSVP: Please RSVP for you and any guests Sarah

Beane Ricca, Financial Advisor at

201.967.6792 or sarah.ricca@ms.com.